Conquest Planning, headquartered in Winnipeg, has joined forces with Toronto-based CapIntel, another FinTech company specializing in wealth management.
The collaboration integrates Conquest’s Strategic Advice Manager (SAM), an AI-driven financial planning tool, into CapIntel’s platform, which serves over 12,000 financial advisors in North America.
The joint venture aims to expand Conquest’s market presence while enhancing the financial advising capacities on CapIntel’s sales platform for …
Conquest Planning and CapIntel Collaborate to Expand AI-Powered Financial Advisory Services
